Aditya Birla Sun Life Flexi Cap Fund vs Kotak Flexicap Fund
Portfolio overlap: how much of the two funds sits in the same stocks. Holdings as of Aug 2026.
Portfolio overlap
35.3%
Moderate overlap
Some shared stocks, different bets.
22
Common stocks
60
Only in Aditya Birla Sun Life Flexi Cap Fund
35
Only in Kotak Flexicap Fund
Overlap adds the smaller weight of each common stock. Shares only; cash, bonds and REITs left out.
22 common stocks
Aditya Birla Sun Life Flexi Cap FundKotak Flexicap Fund| Stock | Aditya Birla Sun Life Flexi Cap Fund | Kotak Flexicap Fund | Overlap |
|---|---|---|---|
| ICICI Bank LtdFinancial Services | 5.93% | 5.67% | 5.67% |
| HDFC Bank LtdFinancial Services | 3.44% | 4.97% | 3.44% |
| Reliance Industries LtdEnergy | 2.51% | 2.26% | 2.26% |
| State Bank Of IndiaFinancial Services | 2.23% | 4.47% | 2.23% |
| Bharat Forge LtdConsumer Discretionary | 2.03% | 2.46% | 2.03% |
| Bharti Airtel LtdCommunication Services | 1.85% | 2.80% | 1.85% |
| Infosys LtdTechnology | 2.21% | 1.72% | 1.72% |
| Jindal Steel & Power LtdMaterials | 1.64% | 4.02% | 1.64% |
| Axis Bank LtdFinancial Services | 1.57% | 3.69% | 1.57% |
| Larsen & Toubro LtdIndustrials | 1.42% | 3.73% | 1.42% |
| Kotak Mahindra Bank LtdFinancial Services | 3.37% | 1.38% | 1.38% |
| Tech Mahindra LtdTechnology | 1.58% | 1.36% | 1.36% |
| Zomato LtdConsumer Discretionary | 1.26% | 4.07% | 1.26% |
| SRF LtdMaterials | 1.19% | 2.82% | 1.19% |
| Shriram Finance LtdFinancial Services | 1.65% | 1.18% | 1.18% |
| AU Small Finance Bank LtdFinancial Services | 1.03% | 1.71% | 1.03% |
| Maruti Suzuki India LtdConsumer Discretionary | 0.98% | 1.92% | 0.98% |
| Sun Pharmaceutical Industries LtdHealthcare | 0.75% | 2.11% | 0.75% |
| Max Financial Services LtdFinancial Services | 0.78% | 0.75% | 0.75% |
| Lenskart Solutions LtdConsumer Discretionary | 1.77% | 0.70% | 0.70% |
| Ajanta Pharma LtdHealthcare | 0.48% | 1.03% | 0.48% |
| Godrej Consumer Products LtdConsumer Staples | 1.37% | 0.40% | 0.40% |
| Total | 41.04% | 55.22% | 35.29% |
Only in Aditya Birla Sun Life Flexi Cap Fund
60 stocks, 57.4% of the fund
- Ather Energy LtdConsumer Discretionary2.07%
- Sona Blw Precision Forgings LtdConsumer Discretionary1.88%
- HCL Technologies LtdTechnology1.85%
- United Spirits LtdConsumer Staples1.79%
- Hindalco Industries LtdMaterials1.78%
- Federal Bank LtdFinancial Services1.69%
- Grasim Industries LtdMaterials1.68%
- Persistent Systems LtdTechnology1.61%
- Dr. Lal Pathlabs LtdHealthcare1.53%
- Mahindra & Mahindra LtdConsumer Discretionary1.51%
Only in Kotak Flexicap Fund
35 stocks, 43.3% of the fund
- Bharat Electronics LtdIndustrials5.40%
- Solar Industries India LtdMaterials3.57%
- Ultratech Cement LtdMaterials2.79%
- Interglobe Aviation LtdTransportation & Logistics2.51%
- Zydus Lifesciences LtdHealthcare2.14%
- Bajaj Finance LtdFinancial Services2.06%
- Hero Motocorp LtdConsumer Discretionary1.93%
- BSE LtdFinancial Services1.80%
- Thermax LtdIndustrials1.50%
- Petronet Lng LtdEnergy1.39%
Check another pair
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- HDFC Flexi Cap Fund vs Kotak Flexicap Fund
- HDFC Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund
What is mutual fund portfolio overlap?
Portfolio overlap is the share of two funds' money that sits in the same stocks in the same amounts. Two flexi cap funds that both hold HDFC Bank, ICICI Bank and Reliance overlap by the smaller of their weights in each of those stocks.
How is portfolio overlap calculated?
For every stock both funds hold, take the smaller of the two weights, then add them up. If one fund holds HDFC Bank at 8% and the other at 5%, that stock adds 5% to the overlap. Only shares count; cash, bonds, deposits and REITs are left out. The figures use each fund's latest monthly portfolio disclosure.
Is high overlap between two funds bad?
Not by itself. RuDo studied 33,153 pairs of diversified equity funds over five years to September 2026. Funds from different fund houses with 50% to 70% overlap shared mostly the index's largest stocks, and holding both still made returns swing 12% to 15% less around the index than holding either one. Overlap above 70% came mostly from two funds of the same fund house, which hold nearly the same portfolio.
How often does the overlap change?
Fund houses disclose their portfolios every month, so the overlap is refreshed as each new disclosure arrives. It moves slowly for most diversified funds and faster for focused or high-turnover funds.
Based on each fund's monthly portfolio disclosure. Past performance does not indicate future returns.